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CMN Financial Services Inc., an independent advisor, does not hold client assets in its personal account, however CMN Financial does direct client assets to TD Ameritrade Institutional.
CMN Financial Services, Inc. is not directly connected with TD Ameritrade Institutional nor does it have an ownership interest in TD Ameritrade Institutional. TD Ameritrade Institutional does not have an ownership interest in CMN Financial Services, Inc. TD Ameritrade Institutional does not endorse or take any responsibility regarding recommendations made by CMN Financial Services, Inc.
CMN Financial Services, Inc. does not hold any stocks, bonds and, or, mutual funds in its private account.
CMN Financial Services, Inc. is an independent fee based financial planning and investment advisory firm. CMN Financial does not sell life insurance, annuities, mutual funds, stocks, tax shelters, or limited partnerships. CMN Financial absorbs all trading costs for accounts over $250,000. CMN Financial Services, Inc. does not receive commissions from any source.
Catherine M. Nolen, Principal of CMN Financial Services, Inc.
Provides (personally only) oil and gas tax shelters through:
Petroleum Development Corporation
103 East Main Street
Bridgeport, WV 26330
Provides (personally only) tax credit funds through:
Boston Capital
One Boston Place
Boston, MA 02108-4406
Provides (personally only) fixed annuities through:
Jackson National Life
1 Corporate Way
Lansing, MI 48951
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